Evermay Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Evermay Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$4.48K	Buy
2023 Q2	–	Sell
2023 Q1	$84.5K	Hold
2022 Q4	$78.9K	Hold
2022 Q3	$74K	Hold
2022 Q2	$78K	Hold
2022 Q1	$94K	Hold
2021 Q4	$99K	Hold
2021 Q3	$91K	Hold
2021 Q2	$91K	Buy